Assist in the management of day-to-day team operations and problem solving in the process of merchant funding. Implement bank account updates, pricing changes, risk hold removals and releases. Perform reconciliation analysis and research daily variances between bank data and internal data.
Assist with investigating, reviewing and analyzing data from multiple internal and external sources in order to maintain quality and understand the source structures and business relevance of the data.
Execute internal consulting projects aimed at growing the RD business and/or improving operational efficiency by conducting data queries and contributing to presentation materials. Can act autonomously when projects are moderate in scope.
Review and approval of transactions for suitability and documentation of all products, including fixed income products, equities, UIT's, REITS, other direct participation programs, mutual funds, 529 plans, indexed annuities, variable annuities, variable life products, structured products, and investment advisory products.